April 26, 2018

The Dentist’s Financial Playbook: Properly Align Financial Priorities

It can be a challenge to know how to allocate what you’re earning to assure it works for you. In our fourth video, Practice Integration Advisor Katie Collins shares specific guidelines for how to achieve financial balance. This video explains how to budget for needs, wants, and savings and recommends how much should go in each bucket.

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About the Author

Katie Collins

Practice Integration Advisor

As a practice integration advisor, Katie works directly with clients to develop a financial plan personalized for their specific situation and goals. She quarterbacks the entire financial picture, often for clients who have never put all the pieces together with one advisor. Katie joined Buckingham Strategic Wealth through the 2014 merger with Indiana-based Hufford Advisors, where she spent more than 10 years working in various financial planning roles, most recently as a senior planning consultant.